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Portfolio (Quarterly) Guide ↗

FAGAN ASSOCIATES, INC.

· CIK 0001607866
13F Portfolio $719M AUM 135 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 26 Added 59 Reduced 8 Exited
Page 2 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 V VISA INC Financial Services 35,405.0 $10.7M 1.49% $302.24 +10.1%
22 MA MASTERCARD INCORPORATED Financial Services 20,998.0 $10.5M 1.46% -171.0 -0.8% $499.65 +1.2%
23 NOBL PROSHARES TR 94,932.0 $10.1M 1.40% -1K -1.4% $106.01 +0.4%
24 BAC BANK AMERICA CORP Financial Services 205,268.0 $10.0M 1.39% $48.75 +4.0%
25 SCHF SCHWAB STRATEGIC TR 398,560.0 $9.9M 1.37% +351K +731.1% $24.75 +7.8%
26 XLE SELECT SECTOR SPDR TR 159,666.0 $9.8M 1.36% -3K -1.9% $61.26 +0.0%
27 BERKSHIRE HATHAWAY INC DEL 20,361.0 $9.8M 1.36% +857.0 +4.4% $479.20
28 VCIT VANGUARD SCOTTSDALE FDS 113,081.0 $9.4M 1.30% $82.75 -1.5%
29 UBER UBER TECHNOLOGIES INC Technology 124,693.0 $9.0M 1.25% -2K -1.5% $71.93 +4.4%
30 AIRR FIRST TR EXCHANGE TRADED FD 77,595.0 $8.6M 1.20% +10K +14.3% $110.78 +10.6%
31 SCHW SCHWAB CHARLES CORP Financial Services 83,546.0 $7.9M 1.09% +2K +2.1% $93.98 -1.7%
32 XOM EXXON MOBIL CORP Energy 45,352.0 $7.7M 1.07% -1K -2.2% $169.66 -5.4%
33 BA BOEING CO Industrials 36,794.0 $7.3M 1.02% +277.0 +0.8% $199.03 +8.0%
34 VPLS VANGUARD MALVERN FDS 93,641.0 $7.3M 1.01% -930.0 -1.0% $77.59 -1.4%
35 SCHB SCHWAB STRATEGIC TR 269,924.0 $6.8M 0.94% -87K -24.3% $25.10 +12.3%
36 ISHARES TR 300,552.0 $6.7M 0.94% -4K -1.4% $22.43
37 ISHARES TR 292,849.0 $6.4M 0.89% -3K -1.2% $21.84
38 CSCO CISCO SYS INC Technology 81,852.0 $6.4M 0.88% +2K +2.2% $77.59 +53.2%
39 BIL SPDR SERIES TRUST 62,165.0 $5.7M 0.79% +3K +4.2% $91.64 -0.1%
40 ISHARES TR 272,203.0 $5.6M 0.77% $20.40
Page 2 of 7  ·  135 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.2%
Communication Services 18.0%
Financial Services 16.0%
Consumer Cyclical 10.1%
Healthcare 8.3%
Energy 4.9%
Industrials 4.0%
Utilities 1.9%
Consumer Defensive 0.5%
Basic Materials 0.3%